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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
226
Hodges Capital Management
Texas
$383K +$48.4K +1,095 +15%
CCMW
227
Cypress Capital Management (Wyoming)
Wyoming
$379K +$372K +8,405 New
BIM
228
Baldwin Investment Management
Pennsylvania
$375K +$17.6K +397 +5%
TCM
229
Traynor Capital Management
Pennsylvania
$368K +$27.1K +613 +8%
ZCA
230
Zeke Capital Advisors
Pennsylvania
$366K
CMBA
231
C.M. Bidwell & Associates
Hawaii
$366K +$358K +8,104 New
ATIA
232
American Trust Investment Advisors
New Hampshire
$362K
SCM
233
SOL Capital Management
Maryland
$360K -$4.91K -111 -1%
KFA
234
Kelleher Financial Advisors
New York
$358K
WPC
235
Waters Parkerson & Co
Louisiana
$353K
CBU
236
CIBC Bank USA
Illinois
$346K -$1.02K -23 -0.3%
BP
237
Ballentine Partners
Massachusetts
$330K -$2.43K -55 -0.7%
PCP
238
Proficio Capital Partners
Massachusetts
$328K +$6.81K +154 +2%
DWT
239
Dorsey & Whitney Trust
South Dakota
$326K -$23K -521 -7%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$325K -$3.96M -89,462 -93%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$307K +$34.9K +788 +13%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$305K
State Street
243
State Street
Massachusetts
$300K +$34.9K +789 +13%
CWM
244
Cornerstone Wealth Management
Missouri
$299K +$18.4K +417 +7%
RJT
245
Raymond James Trust
Florida
$298K -$162K -3,669 -36%
BFS
246
Bradley Foster & Sargent
Connecticut
$296K
BCM
247
Bayesian Capital Management
New York
$296K +$290K +6,567 New
GIM
248
Granahan Investment Management
Massachusetts
$294K -$2.7K -61 -0.9%
SMC
249
Smith, Moore & Co
Missouri
$291K -$13.8K -311 -5%
PFBT
250
Parkside Financial Bank & Trust
Missouri
$290K -$4.11K -93 -1%

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.